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Technology

Automation_technology _.5558c5b706074

Firm Management June 11, 2026 

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

One of the most immediate benefits appeared during client onboarding.

Featured Articles

June 10, 2026  

Canopy Releases Close Automation to Customers in Open Beta

June 10, 2026  

The Case for Standardizing Audit Data Intake Before Busy Season Hits

June 10, 2026  

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

June 10, 2026  

Xero Adds Free Standard ACH

June 9, 2026  

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
Docyt AI Enables True Real-Time Accounting with New Advanced Generative AI Capabilities 

Accounting August 6, 2025 

Docyt AI Enables True Real-Time Accounting with New Advanced Generative AI Capabilities 

The company’s new Generative AI addresses the remaining 20% - the “last mile” of the accounting process - reducing or eliminating human interaction to an almost nonexistent level.

Isaac M. O'Bannon

Rightworks Appoints New Leadership Team

Accounting August 6, 2025 

Rightworks Appoints New Leadership Team

Ian Williams has been appointed as the new CEO of the accounting technology company, while Jay Muelhoefer has been named as the chief revenue officer.

Isaac M. O'Bannon

UHY Partnership with Plex by Rockwell Automation Focuses on Manufacturing Clients

Accounting August 5, 2025 

UHY Partnership with Plex by Rockwell Automation Focuses on Manufacturing Clients

"Through this partnership, UHY and Plex by Rockwell Automation will collaborate to build upon UHY’s existing success of delivering unparalleled digital transformation solutions to mid-market and enterprise manufacturers," the top 30 accounting firm said.

Jason Bramwell

Thryv Launches Payroll Solution for SMBs

Small Business August 5, 2025 

Thryv Launches Payroll Solution for SMBs

The small business marketing and sales platform has introduced Thryv Workforce Center, a solution that manages payroll and automated tax calculations for businesses directly within their existing Thryv account.

Jason Bramwell

The Modern CCO’s First 90 Days: Priorities, Pressures, and What Comes Next

Technology August 5, 2025 

The Modern CCO’s First 90 Days: Priorities, Pressures, and What Comes Next

The role of the Chief Compliance Officer has never been more complex, or more critical. The first 90 days often set the tone for long-term success - or sustained struggle.

EY and ACCA Share New Guidance on AI Assessments to Boost Confidence in AI Systems

Artificial Intelligence August 4, 2025 

EY and ACCA Share New Guidance on AI Assessments to Boost Confidence in AI Systems

The new policy paper makes the case that effective AI assessments allow businesses to deploy AI systems that are more likely to be effective, reliable and trusted.

Isaac M. O'Bannon

Alexion.AI Emerges to Empower the Accounting Profession

Advisory August 1, 2025 

Alexion.AI Emerges to Empower the Accounting Profession

Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.

Isaac M. O'Bannon

The Accounting Talent Shortage – The Accounting Technology Lab Podcast – August 2025

Accounting Technology Lab Podcast July 31, 2025 

The Accounting Talent Shortage – The Accounting Technology Lab Podcast – August 2025

Brian Tankersley, CPA, and Randy Johnston, discuss the accounting profession's talent shortage, and the ways firms and state societies are trying to remedy the challenges. Watch the video, listen to the audio, or read the transcript.

Brian Tankersley, Randy Johnston

Citing Potential for Fraud, States Pass New Crypto ATM Laws

Small Business July 30, 2025 

Citing Potential for Fraud, States Pass New Crypto ATM Laws

They may resemble other ATMs, but officials are increasingly warning about the potential for fraud with the expanding fleet of cryptocurrency ATMs popping up across the country.

Lili Unveils BusinessBuild Program to Help Small Businesses Build Their Credit Profile 

Small Business July 30, 2025 

Lili Unveils BusinessBuild Program to Help Small Businesses Build Their Credit Profile 

Lili announced on July 30 the launch of the Lili BusinessBuild Program, a credit-building solution that helps entrepreneurs build and monitor their business credit profile directly from their Lili account.

Jason Bramwell

IRS Reminds Tax Pros of Requirement for a Written Information Security Plan (WISP)

Taxes July 29, 2025 

IRS Reminds Tax Pros of Requirement for a Written Information Security Plan (WISP)

As part of a special five-part series, the IRS and its Security Summit partners highlight the importance of tax pros creating and maintaining a WISP.

Isaac M. O'Bannon

Smart Clerk Releases AI Bookkeeping Tool for SMBs

Technology July 29, 2025 

Smart Clerk Releases AI Bookkeeping Tool for SMBs

AI-enabled software provider Smart Clerk on July 29 launched its AI-powered bookkeeping tool designed to simplify accounting for small and medium-sized businesses.

Jason Bramwell

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